Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.74K- 4.21% |
$260K - $280K
|
85K
$6.11M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.19K- 20.59% |
$292K - $314K
|
16.2K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.65K- 24.9% |
$323K - $348K
|
14K
$1.01M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.22K- 14.85% |
$363K - $391K
|
30K
$2.15M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.33K- 6.39% |
$371K - $399K
|
78.1K
$5.61M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.4K- 33.55% |
$376K - $405K
|
10.7K
$769K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.69K- 10.34% |
$396K - $426K
|
49.3K
$3.55M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 1.62% |
$414K - $445K
|
361K
$26M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.01K- 99.9% |
$418K - $450K
|
6
$431
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 6.24% |
$665K - $715K
|
144K
$10.3M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.2K- 3.62% |
$847K - $911K
|
324K
$23.3M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.4K- 78.96% |
$929K - $1M
|
3.56K
$256K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-22K- 3.51% |
$1.53M - $1.65M
|
606K
$43.5M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 1.75% |
$1.55M - $1.67M
|
1.25M
$89.9M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.5K- 13.61% |
$1.7M - $1.83M
|
155K
$11.2M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-32.8K- 29.61% |
$2.28M - $2.46M
|
78K
$5.61M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-48.4K- 8.72% |
$3.37M - $3.62M
|
506K
$36.4M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-53.9K- 39.61% |
$3.75M - $4.04M
|
82.2K
$5.9M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-54.4K- 98.41% |
$3.79M - $4.07M
|
882
$63.4K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-103K- 67.19% |
$7.13M - $7.68M
|
50.1K
$3.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-121K- 21.51% |
$8.4M - $9.04M
|
441K
$31.7M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-134K- 99.51% |
$9.29M - $10M
|
659
$47.4K
|